FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.3M
3
+$8.74M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.46M

Top Sells

1
+$2.65M
2
+$2.63M
3
+$2.14M
4
TFC icon
Truist Financial
TFC
+$2.05M
5
ATVI
Activision Blizzard
ATVI
+$1.84M

Sector Composition

1 Financials 16.68%
2 Technology 13.87%
3 Healthcare 10.55%
4 Industrials 8.66%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
259
552
$20K ﹤0.01%
414
+17
553
$20K ﹤0.01%
357
554
$20K ﹤0.01%
+400
555
$20K ﹤0.01%
100
556
$20K ﹤0.01%
56
+15
557
$20K ﹤0.01%
84
558
$19K ﹤0.01%
534
+367
559
$19K ﹤0.01%
3,415
560
$19K ﹤0.01%
166
561
$19K ﹤0.01%
142
562
$19K ﹤0.01%
470
563
$19K ﹤0.01%
+1,317
564
$19K ﹤0.01%
1,066
-306
565
$19K ﹤0.01%
196
+173
566
$19K ﹤0.01%
73
567
$19K ﹤0.01%
154
568
$19K ﹤0.01%
72
+29
569
$19K ﹤0.01%
+506
570
$19K ﹤0.01%
29
+1
571
$18K ﹤0.01%
203
572
$18K ﹤0.01%
364
573
$18K ﹤0.01%
+300
574
$18K ﹤0.01%
472
+314
575
$18K ﹤0.01%
125
21 22
23
24 25